WealthPlan Investment Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1929986
OMAHA, NE
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,751,082
+$1,852,762 QoQ
Shares Held
18,649
-14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#816
of 3,349 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $8,774,264 across 3 Healthcare Plans names. UNH ranks #1 (88.3% of the industry book) .
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,751,082 | 18,649 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,898,320 | 21,798 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,689,872 | 14,207 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $261,392 | 757 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $357,829 | 1,147 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $487,087 | 930 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $632,325 | 1,250 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $550,183 | 941 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $362,083 | 711 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $401,201 | 811 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $426,967 | 811 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $459,317 | 911 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $297,035 | 618 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $430,529 | 911 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $844,576 | 1,593 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $774,225 | 1,533 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $768,013 | 1,506 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||